Medicare Part B | Ed Slott and Company, LLC

Medicare Part B

Do Required Distributions Affect My Medicare Part B Premiums?

This week's Slott Report Mailbag looks at the process of reporting IRA distributions on your tax return - and what happens if you pay too much tax? - answers a question about a woman's rising Medicare Part B premiums and points out the key 401(k) employer plan provision that could allow you to move employer plan funds outside the plan while still a plan participant.

UPDATE: What the New Budget Means for Your Social Security and Medicare Benefits

Retirement planning for millions of Americans just changed dramatically. Last night, President Obama signed into law the Bipartisan Budget Act of 2015, which has a significant impact on both Medicare Part B participants and those trying to employ savvy planning tactics to get the most of their Social Security benefits. Here’s what you absolutely need to know.

Think You Are Done Paying For Your 2010 Roth IRA Conversion? Think Again.

There were two key tax law changes in 2010 that encouraged people to convert their existing retirement accounts to Roth IRAs. We explain these changes and how they may affect you below.

3 Unexpected Ways Your Retirement Account Could Cost You

When managing your retirement account, you should be aware of the unexpected ways those employer-sponsored or IRA accounts could actually COST you. Jeffrey Levine details 3 of those situations in the article below.

Slott Report Mailbag: Can I Make a 2012 Charitable Distribution Before February 1, 2013?

The questions are rolling in, as consumers are trying to make sense of the American Taxpayer Relief Act of 2012. Enjoy this week's Slott Report Mailbag!

Roth IRA 5-Year Rules and Beneficiary Planning Options Highlight Slott Report Mailbag

The unofficial end of summer comes with the Labor Day weekend...where did time go? Time does in fact fly, which makes planning for your future today more important. After all, tomorrow will be here before we know it. This week's Slott Report Mailbag includes questions (and our answers) on the Roth IRA 5-year rules and the best ways to leave an inheritance to younger beneficiaries.

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